Consolidating Retirement Accounts – 401K, IRAs, consolidating accounts.

Are you nearing retirement? Already there? Start looking closely at your retirement funds. If you have IRAs, 401(k)s and pension plans scattered in various places, you may want to consider consolidating your accounts**. To learn more about consolidating accounts, click here to set up your complimentary consultation with our CUSO Financial Services Investment Representative*.

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please contact a tax professional. **Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

 

The Ice Cream Truck Isn’t the Only Thing That’s Mobile

If you don’t have time to visit us at the branch, visit us from your phone! Simply log in to online banking from your mobile device and you’ll be automatically directed to mobile web banking.

 

Wanna Take the Boat Out on the Water…

But don’t have the boat yet? Apply for a loan with us and take advantage of our great rates! Just log in, hover over New Accounts, then click More Loan Info to get started! You may even be able to apply for some of our loans online.

 

What’s Black and White and Read All Over?

Your account statements that you don’t shred. Raccoons aren’t the only ones who can’t wait to get their hands on your trash, so be sure to dispose of your account statements properly. Better yet, sign up for eStatements! Just log in, hover over My Documents, and click Go to eStatements to get started. Get more tips on keeping your money secure.